Portfolio (Quarterly) Guide ↗

Arlington Partners LLC

· CIK 0001389848

13F Portfolio $55M AUM 64 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 29 Added 8 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	Honeywell International Inc	Industrials	1,049	$237K	0.47%	SOLD

Sector Allocation

Financial Services 38.7%

Healthcare 15.0%

Consumer Defensive 10.8%

Industrials 9.6%

Communication Services 8.9%

Technology 8.7%

Consumer Cyclical 7.1%

Basic Materials 1.3%